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<br /> <br />A rlculture <br />Avera e Total Loans 0 5 <br />5 read b s. <br />Loan Fees Av ,0 5 Loans <br />product Fees otal Revenue <br />Demand De oslts Av . 0 <br />ROE -% Above Hurdle <br />Credit Only <br />Relatlonshl <br />Charge-offYE '99 (Net/Avg, <br />Loans <br />Weighted Avg. Risk Rating <br />(Commlbnents) <br />312000 <br />3/1999 <br />3 1998 . <br /> <br />. <br /> <br /> <br />GROUP 16, 17: RELATIONSHIP LENDING <br />Starter Template <br /> <br /> <br />S-SOMM <br />$12MM Total Direct ($l1MM Investment Banklng{ $lMM Business Valuation) <br />+ MM Wealth Transfer shadowed revenue <br /> <br />FTE (Budget) <br /> <br />&linin <br /> <br />Wealth Transfer Business Valuation <br /> <br />Investment Banklna <br /> <br />Total <br /> <br />NE <br />MW.. <br />RM <br />NW <br />Total <br />'" <br /> <br />.... ,",. ." <br /> <br />. <br /> <br />,.. <br /> <br />CUENT <br />CltARACTERISTiCS <br /> <br />,'" <br /> <br />, <br /> <br />-.,; - <br /> <br />" <br /> <br />SERVICES <br />PROVIDED <br /> <br />Wealth Transfer Planning- consultative advisory service for dlents dealing with ownership <br />. transition IssueS, , , <br />Business Valuation Services- for business owners with gift and estate tax issues. Clients referred <br />. in through . , . <br />>> <br />>> <br /> <br />,.;,.\,.:"': <br /> <br />. <br /> <br />'.....,... <br /> <br />Page 3 of 7 <br /> <br />l <br />